How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
You may remember estate law attorney Adam Tarsitano from episode 165 when we went over the importance of a professionally prepared estate plan. Since the summer is a good time…
Search Results for “estate plan”
Estate Planning Tales from the Crypt, Ep #176
After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” You discover Frankenstein and Elvira, PLLC through a popular search engine.…
Why You Need a Professionally Prepared Estate Plan, Ep #165
Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you…
Estate Planning Checklist
Prepare today for peace of mind tomorrow. ESTATE PLANNING HAS NEVER BEEN EASIER. Naturally, estate planning is something that many people would prefer to put off, as it can be…
What Happens When You Have No Estate Plan?, Ep #57
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn…
Is Your Estate Plan Keeping Up with the Digital Age?
Who will get to read your emails and blog posts when you die? Can my kids get copies of my digital photos and mp3 music files after I pass away?…
Estate Planning in Your 20’s
Estate planning in your 20’s probably isn’t something you’ve considered too much especially if you are single or a married with no children. However, this may be a mistake and…
Estate Planning in Your 30’s
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing…
Estate Planning in Your 40’s
At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length…
Estate Planning in Your 50’s
Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to…
